JP Morgan Chase’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $35.6M | Buy |
461,660
+28,190
| +7% | +$2.32M | ﹤0.01% | 1614 |
|
|
2025
Q4 | $35.6M | Buy |
433,470
+52,336
| +14% | +$4.3M | ﹤0.01% | 1594 |
|
|
2025
Q3 | $32.3M | Buy |
381,134
+9,106
| +2% | +$809K | ﹤0.01% | 1713 |
|
|
2025
Q2 | $33.4M | Sell |
372,028
-116,251
| -24% | -$9.37M | ﹤0.01% | 1599 |
|
|
2025
Q1 | $37.9M | Buy |
488,279
+29,398
| +6% | +$2.36M | ﹤0.01% | 1474 |
|
|
2024
Q4 | $37.8M | Sell |
458,881
-49,035
| -10% | -$3.85M | ﹤0.01% | 1499 |
|
|
2024
Q3 | $35.1M | Buy |
507,916
+60,824
| +14% | +$4.06M | ﹤0.01% | 1568 |
|
|
2024
Q2 | $28.9M | Buy |
447,092
+10,707
| +2% | +$720K | ﹤0.01% | 1582 |
|
|
2024
Q1 | $31.4M | Buy |
436,385
+2,928
| +0.7% | +$194K | ﹤0.01% | 1575 |
|
|
2023
Q4 | $27.5M | Buy |
433,457
+138,417
| +47% | +$8.08M | ﹤0.01% | 1591 |
|
|
2023
Q3 | $17.8M | Sell |
295,040
-62,254
| -17% | -$3.83M | ﹤0.01% | 1772 |
|
|
2023
Q2 | $21.3M | Buy |
357,294
+48,958
| +16% | +$2.85M | ﹤0.01% | 1653 |
|
|
2023
Q1 | $17.7M | Buy |
308,336
+70,448
| +30% | +$4.22M | ﹤0.01% | 1769 |
|
|
2022
Q4 | $13.9M | Sell |
237,888
-211,576
| -47% | -$11.9M | ﹤0.01% | 1966 |
|
|
2022
Q3 | $22M | Buy |
449,464
+117,156
| +35% | +$6.4M | ﹤0.01% | 1511 |
|
|
2022
Q2 | $18M | Sell |
332,308
-76,344
| -19% | -$4.3M | ﹤0.01% | 1704 |
|
|
2022
Q1 | $24.6M | Buy |
408,652
+145,432
| +55% | +$8.65M | ﹤0.01% | 1611 |
|
|
2021
Q4 | $16M | Buy |
263,220
+66,382
| +34% | +$4.11M | ﹤0.01% | 2010 |
|
|
2021
Q3 | $11.7M | Sell |
196,838
-126,384
| -39% | -$7.71M | ﹤0.01% | 2252 |
|
|
2021
Q2 | $20M | Buy |
323,222
+34,679
| +12% | +$2.16M | ﹤0.01% | 1843 |
|
|
2021
Q1 | $17.6M | Buy |
288,543
+14,681
| +5% | +$860K | ﹤0.01% | 1866 |
|
|
2020
Q4 | $15.7M | Sell |
273,862
-74,249
| -21% | -$4.05M | ﹤0.01% | 1821 |
|
|
2020
Q3 | $17.8M | Buy |
348,111
+45,802
| +15% | +$2.42M | ﹤0.01% | 1573 |
|
|
2020
Q2 | $16.6M | Buy |
302,309
+2,091
| +0.7% | +$109K | ﹤0.01% | 1499 |
|
|
2020
Q1 | $13.9M | Buy |
300,218
+63,543
| +27% | +$3.78M | ﹤0.01% | 1485 |
|
|
2019
Q4 | $15.5M | Sell |
236,675
-80,365
| -25% | -$5M | ﹤0.01% | 1765 |
|
|
2019
Q3 | $18.8M | Buy |
317,040
+84,580
| +36% | +$4.89M | ﹤0.01% | 1626 |
|
|
2019
Q2 | $12.9M | Buy |
232,460
+50,710
| +28% | +$2.73M | ﹤0.01% | 1897 |
|
|
2019
Q1 | $9.5M | Sell |
181,750
-19,110
| -10% | -$957K | ﹤0.01% | 2101 |
|
|
2018
Q4 | $9.28M | Sell |
200,860
-88,824
| -31% | -$4.68M | ﹤0.01% | 2077 |
|
|
2018
Q3 | $17.7M | Sell |
289,684
-142,997
| -33% | -$8.87M | ﹤0.01% | 1757 |
|
|
2018
Q2 | $27.1M | Sell |
432,681
-98,780
| -19% | -$6.57M | 0.01% | 1362 |
|
|
2018
Q1 | $39.8M | Buy |
531,461
+64,353
| +14% | +$4.79M | 0.01% | 1062 |
|
|
2017
Q4 | $33.6M | Buy |
467,108
+160,669
| +52% | +$10.8M | 0.01% | 1201 |
|
|
2017
Q3 | $18.8M | Sell |
306,439
-8,904
| -3% | -$505K | ﹤0.01% | 1533 |
|
|
2017
Q2 | $17M | Sell |
315,343
-5,344
| -2% | -$275K | ﹤0.01% | 1571 |
|
|
2017
Q1 | $16.2M | Buy |
320,687
+78,158
| +32% | +$3.95M | ﹤0.01% | 1603 |
|
|
2016
Q4 | $12M | Sell |
242,529
-58,737
| -19% | -$2.75M | ﹤0.01% | 1802 |
|
|
2016
Q3 | $13.7M | Sell |
301,266
-155,981
| -34% | -$7.31M | ﹤0.01% | 1584 |
|
|
2016
Q2 | $22M | Sell |
457,247
-129,286
| -22% | -$6.22M | 0.01% | 1324 |
|
|
2016
Q1 | $25.3M | Buy |
586,533
+241,599
| +70% | +$9.91M | 0.01% | 1191 |
|
|
2015
Q4 | $18.1M | Sell |
344,934
-16,510
| -5% | -$860K | ﹤0.01% | 1404 |
|
|
2015
Q3 | $17.4M | Sell |
361,444
-116,515
| -24% | -$5.93M | ﹤0.01% | 1359 |
|
|
2015
Q2 | $23.4M | Buy |
477,959
+30,287
| +7% | +$1.42M | 0.01% | 1305 |
|
|
2015
Q1 | $19.7M | Buy |
447,672
+62,082
| +16% | +$2.6M | ﹤0.01% | 1439 |
|
|
2014
Q4 | $15.4M | Sell |
385,590
-34,384
| -8% | -$1.32M | ﹤0.01% | 1636 |
|
|
2014
Q3 | $15.2M | Sell |
419,974
-48,027
| -10% | -$1.71M | ﹤0.01% | 1624 |
|
|
2014
Q2 | $15.3M | Buy |
468,001
+69,683
| +17% | +$2.24M | ﹤0.01% | 1501 |
|
|
2014
Q1 | $13.4M | Buy |
398,318
+7,803
| +2% | +$265K | ﹤0.01% | 1559 |
|
|
2013
Q4 | $13.6M | Sell |
390,515
-30,993
| -7% | -$1.03M | ﹤0.01% | 1587 |
|
|
2013
Q3 | $13M | Buy |
421,508
+9,273
| +2% | +$286K | ﹤0.01% | 1589 |
|
|
2013
Q2 | $11.7M | Buy |
+412,235
| New | +$12M | ﹤0.01% | 1572 |
|
Other funds holding SEIC
VPM
VCM
